P
$54.0M Total AUM
$54.0M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-29-2005
- Office Locations
- 1
Office Locations
-- Tigard OR
About Peterson Wealth Management
Peterson Wealth Management is an Oregon-registered RIA serving businesses, individuals, and families. The firm manages private client accounts using a value-based, research-intensive investment process and also serves as investment advisor to 401(k) plans. Portfolios are primarily ETF-based (per public profile data) and custody includes Charles Schwab.
Team overview
-- AVG AGE
$54.0M AVG AUM / ADVISOR
$568.4K AVG AUM / CLIENT
20.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRYCE DENNIS PETERSON
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #4801660
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
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|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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